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Alma Resource Management

Working with the Metadata Editor in the Institution and Network Zones. Includes indication and normalization rules.

Alma's Metadata Editor

The Metadata Editor (MD Editor)  in Alma can be used to:

  • Create and edit bib records
  • Create and edit holdings records
  • Add local extensions to bib and holdings records
  • Create rules
  • Use search indexes
  • View record versions
  • View relate inventory
  • Share records with the Network
  • Merge & combine inventory


NOTE: SUNY cataloging takes place in OCLC Connexion, except for:

  • Local extensions
  • Brief bib records for ordering, course reserves, and equipment

Required Roles

One of the following roles is requires to work with metadata (excluding holdings records):

  • Cataloger
  • Catalog Manager
  • Catalog Administrator


One of the following roles is requires to work with holdings records in the MD Editor:

  • Physical Inventory Operator
  • Physical Inventory Operator Limited
  • Purchase Manager
  • Purchase Operator
  • Repository Manager
  • Physical Inventory Delete (required to delete holdings records)

Keyboard Shortcuts (Hotkeys)

Ex Libris New MD Editor Documentation

Ex Libris New MD Editor Recordings